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ProShares Large Cap Core Plus

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
51
Perennial Investment Advisors
California
$313K
HWA
52
HCR Wealth Advisors
California
$310K +$299K +5,000 New
DT
53
Diversified Trust
Tennessee
$298K
CA
54
Clearstead Advisors
Ohio
$294K
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$289K +$63.6K +1,063 +30%
SI
56
Stephens Inc
Arkansas
$281K -$95.4K -1,594 -26%
JCFM
57
JBR Co Financial Management
Oklahoma
$273K
Financial Engines Advisors
58
Financial Engines Advisors
California
$273K +$263K +4,396 New
EWM
59
Evermay Wealth Management
Virginia
$273K
CAM
60
Cresset Asset Management
Illinois
$262K
FFN
61
Focus Financial Network
Minnesota
$261K +$479 +8 +0.2%
RFN
62
RDA Financial Network
Iowa
$261K -$1.5K -25 -0.6%
GVAG
63
Great Valley Advisor Group
Delaware
$252K
EH
64
Equitable Holdings
New York
$250K
SPIA
65
Steward Partners Investment Advisory
New York
$241K +$4.91K +82 +2%
OC
66
Oppenheimer & Co
New York
$235K -$33.3K -556 -13%
MML Investors Services
67
MML Investors Services
Massachusetts
$232K -$3.71K -62 -2%
UBS Group
68
UBS Group
Switzerland
$229K +$221K +3,687 New
PSF
69
Pacific Sun Financial
California
$220K -$21.5K -360 -9%
AWS
70
Atria Wealth Solutions
New York
$219K
WRPWM
71
Werba Rubin Papier Wealth Management
California
$215K
ASN
72
Advisory Services Network
Georgia
$208K +$201K +3,358 New
CSC
73
Caldwell Sutter Capital
California
$207K
WIA
74
Wetzel Investment Advisors
Indiana
$142K
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$133K